Tax Planning Resources

Resource NameDescription
199A Calculator// this Bradford Tax Institute tool to determine someone's 199A tax opportunity.
Health Plan Traditional versus HSA Calculator //!120&authkey=!AMnn6YuxKT-qT_4Evaluate the client's health plan options using this calculator
Reasonable compensation analysis (RC Reports) // a professional defensible reasonable comp. report
Retirement Plan Maximum Contribution Calculator // calculator analyzes the client's retirement plan options based on income and entity type. Does not include Solo K -See Solo K calculator
Solo 401K Calculator // calculator analyzes a solo k option.